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Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.
Snowflake stock rallied on Thursday, boosted by an upbeat report from Datadog which underlined demand powered by AI.
Datadog stock is leading software stocks higher after the enterprise tech players reported results ahead of expectations.
Moby summary of Wolfspeed, Inc.'s Q3 2026 earnings call
Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.
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